Mather Group’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-718
| Closed | -$243K | – | 1736 |
|
|
2025
Q1 | $243K | Buy |
718
+42
| +6% | +$14.2K | ﹤0.01% | 537 |
|
|
2024
Q4 | $212K | Buy |
676
+68
| +11% | +$21.3K | ﹤0.01% | 548 |
|
|
2024
Q3 | $179K | Buy |
608
+77
| +15% | +$22.7K | ﹤0.01% | 610 |
|
|
2024
Q2 | $146K | Buy |
531
+36
| +7% | +$9.89K | ﹤0.01% | 697 |
|
|
2024
Q1 | $119K | Buy |
+495
| New | +$119K | ﹤0.01% | 660 |
|
|
2022
Q1 | – | Sell |
-864
| Closed | -$205K | – | 475 |
|
|
2021
Q4 | $205K | Buy |
+864
| New | +$205K | ﹤0.01% | 380 |
|